SEC 13F Intelligence

Lifeplan Financial, LLC / CVS

Lifeplan Financial, LLC’s Cvs Health Corp Position

Does Lifeplan Financial, LLC own Cvs Health Corp (CVS)? Yes — 22.9K shares worth $2M (+1.22% of its 13F portfolio) as of Q1 2026, down from 23.3K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
22.9K
% of Portfolio
+1.22%
Quarters Held
10
currently held

Position History CVS

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $1MQ2 ’24: $1MQ2 ’24Q3 ’24: $1MQ4 ’24: $945,518Q4 ’24Q1 ’25: $1MQ2 ’25: $1MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202622.9K$2M+1.22%
Q4 202523.3K$2M+1.42%
Q3 202522.5K$2M+1.34%
Q2 202520.9K$1M+1.19%
Q1 202519.0K$1M+1.12%
Q4 202421.1K$945,518+0.84%
Q3 202421.9K$1M+1.18%
Q2 202419.6K$1M+1.06%
Q1 202418.3K$1M+1.34%
Q4 202320.0K$2M+1.58%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lifeplan Financial, LLC’s full portfolio or all institutional holders of CVS.